Position in WELL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,257,503
+$515,051 QoQ
Shares Held
18,758
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#474
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SECURIAN ASSET MANAGEMENT, INC holds $9,166,475 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
18,758 | $4,257,503 | |
| 2 | VTR |
Ventas, Inc.
|
12,919 | $1,147,207 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
21,961 | $1,047,100 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
14,212 | $741,155 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
17,422 | $702,977 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
25,554 | $515,424 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
18,320 | $392,048 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
18,609 | $363,061 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,257,503 | 18,758 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,742,452 | 18,929 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,450,304 | 18,589 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,753,922 | 32,300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,993,150 | 32,480 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,944,393 | 32,272 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,996,663 | 31,712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,097,600 | 32,005 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,584,115 | 34,380 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,045,957 | 32,598 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,154,777 | 34,987 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,049,390 | 37,224 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,279,765 | 40,546 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,799,207 | 39,046 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,546,289 | 38,845 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,424,928 | 37,701 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $33,944,505 | 412,198 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $40,821,909 | 424,609 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $32,001,558 | 373,109 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $33,598,435 | 407,748 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $37,357,438 | 449,548 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $32,278,698 | 450,631 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $30,836,922 | 477,204 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $26,238,485 | 476,284 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $22,049,742 | 426,082 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $23,216,730 | 507,137 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||